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WEX
WEX

Overview Fund Activity

345 hedge funds and large institutions have $6.1B invested in WEX in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 123 increasing their positions, 108 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
6.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
58
Increased
123
Reduced
108
Closed
57
Calls
$44.4M
Puts
$33.9M
Net Calls
+$10.5M
Net Calls Change
+$16.1M

Top Buyers

1
WP
Warburg Pincus
New York
$80.2M
2
HVCM
HG Vora Capital Management
New York
$48.6M
3
Morgan Stanley
Morgan Stanley
New York
$27.7M
4
WA
Wasatch Advisors
Utah
$52.1M
5
TCG
Tremblant Capital Group
Florida
$42M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$11.5M
2
ESCM
Echo Street Capital Management
New York
$0
3
KCM
Kensico Capital Management
Connecticut
$6.25M
4
Franklin Resources
Franklin Resources
California
$369K
5
MWNA
Marshall Wace North America
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
326
PineBridge Investments
New York
$5K +$5K +39 New
FCH
327
Freestone Capital Holdings
Washington
$4.59K +$4.59K +33 New
RWA
328
Ropes Wealth Advisors
Massachusetts
$4K – – –
EARNEST Partners
329
EARNEST Partners
Georgia
$4K – – –
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.07K +23 +329%
NNP
331
Nachman Norwood & Parrott
South Carolina
$4K +$4K +26 New
LC
332
Lindbrook Capital
California
$3K – – –
OSAM
333
O'Shaughnessy Asset Management
Connecticut
$3K +$1.29K +9 +75%
Millennium Management
334
Millennium Management
New York
$2.74K -$1.33K -9,533 -33%
SWA
335
Sutton Wealth Advisors
Florida
$2.22K – – –
JCM
336
Jacobi Capital Management
Pennsylvania
$2K – – –
TFGT
337
TS Financial Group (TSFG)
Illinois
$2K – – –
ACM
338
AUA Capital Management
Pennsylvania
$2K +$2K +12 New
SIS
339
Sound Income Strategies
Florida
$2K +$2K +15 New
PFWA
340
Paces Ferry Wealth Advisors
Georgia
$2K +$2K +17 New
TPCW
341
TD Private Client Wealth
New York
$1.67K – – –
HGWM
342
Harvest Group Wealth Management
Massachusetts
$1K – – –
Lazard Asset Management
343
Lazard Asset Management
New York
$1K – – –
BWA
344
BDO Wealth Advisors
Florida
$1K +$1K +5 New
APC
345
Aspire Private Capital
North Carolina
$1K +$1K +6 New
ESCM
346
Echo Street Capital Management
New York
– -$84.4M -511,742 Closed
MWNA
347
Marshall Wace North America
New York
– -$19.7M -119,166 Closed
KMC
348
Kirr Marbach & Co
Indiana
– -$5.45M -33,024 Closed
CC
349
Carlson Capital
Texas
– -$3.87M -23,446 Closed
JAM
350
Jupiter Asset Management
United Kingdom
– -$3.58M -21,691 Closed
12 13
14
15 16